EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$943M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,732
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$5.23M
3
+$4.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.71M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$3.62M

Top Sells

1
+$4.04M
2
+$1.88M
3
+$1.18M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$914K
5
VT icon
Vanguard Total World Stock ETF
VT
+$751K

Sector Composition

1 Technology 10.56%
2 Financials 6.57%
3 Consumer Discretionary 6.45%
4 Industrials 4.63%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$79.5K 0.01%
60,263
-40,053
652
$79.1K 0.01%
440
+2
653
$78.9K 0.01%
1,489
+422
654
$78.5K 0.01%
1,052
+85
655
$78.5K 0.01%
3,411
+1,542
656
$77.8K 0.01%
2,292
657
$77.6K 0.01%
1,802
-58
658
$77.6K 0.01%
773
-23
659
$77.6K 0.01%
2,249
660
$77.5K 0.01%
1,584
661
$77.5K 0.01%
1,532
+1,287
662
$77.1K 0.01%
1,092
-101
663
$76.8K 0.01%
1,447
+160
664
$76.4K 0.01%
573
+6
665
$75.8K 0.01%
540
-42
666
$75.6K 0.01%
2,199
+726
667
$75.6K 0.01%
422
-7
668
$75.3K 0.01%
2,368
-892
669
$75.3K 0.01%
1,994
-323
670
$74.9K 0.01%
3,250
+865
671
$74.7K 0.01%
1,689
+25
672
$74.4K 0.01%
3,882
-1,275
673
$74.2K 0.01%
3,487
+432
674
$74.1K 0.01%
1,810
675
$74.1K 0.01%
1,177
+355
25 26
27
28 29